NOT LISTED FOR SALE

Estimated Value: $4,148,000 - $4,538,552

4 Beds
4 Baths
3,238 Sq Ft
$1,362/Sq Ft Est. Value

Last Sold April 13, 2023

Last sale price $3,650,000 $1,127 Per Sq Ft

Est. 21% increase in value since last sale

Current estimated payment $26,839/month

58 Days on Market

Highlights

  • Ocean View
  • Property has ocean access
  • 24-Hour Security
  • John Malcom Elementary School Rated A
  • On Golf Course
  • Private Pool

About This Home

As of April 2023

* MONARCH BEACH ESTATES IN DANA POINT * SINGLE STORY VILLA *
This Estate is truly Elegance Personified! The outside is as beautiful as the inside with ocean and golf course views from the 13th fairway of the Links Golf Course. Settled within the guard gated community of Monarch Beach Estates in Dana Point, this property showcases a single story layout set upon a 10,500 sq. ft. lot with 3,238 sq. ft. of sprawling living space. Stately columns frame the pool with waterfalls, and large entertainment area in the backyard. French double doors throughout the home bring in natural light, and the entryway has a private Mediterranean tiled enclosed courtyard with spa. Exciting additions include a wet bar accessible from inside or outside the home, double islands in the gourmet kitchen, high vaulted ceilings with light wood beams, dramatic archways, custom fireplaces and built-ins, and plenty of open concept living space. There are 4 bedrooms and 4 baths with the Master on one side of the home for privacy. The 4th bedroom can be used as a den to the Master bedroom for even more of a retreat feel. Aside from the 3 car garage you’ll enjoy a newly covered patio trellis, new rain gutters, and a new water heater. Discover your on private pathway from your home to the most incredible beaches and coastlines in all of California!

Last Agent to Sell the Property

Michelle Doyle

HomeSmart, Evergreen Realty License #01983470 Listed on: 02/04/2023

HomeSmart, Evergreen Realty

Last Buyer's Agent

Jackie Guthrie

RE/MAX One License #01882924

RE/MAX One

Home Details

Home Type

  • Single Family

Year Built

  • Built in 1987

Lot Details

  • 10,500 Sq Ft Lot
  • Home fronts a pond
  • On Golf Course

HOA Fees

Parking

  • 3 Car Direct Access Garage
  • Parking Available
  • Driveway

Property Views

  • Ocean
  • Coastline
  • Pond
  • Catalina
  • Golf Course

Home Design

  • Planned Development

Interior Spaces

  • 3,238 Sq Ft Home
  • Open Floorplan
  • Central Vacuum
  • Furnished
  • Built-In Features
  • Bar
  • Cathedral Ceiling
  • Ceiling Fan
  • Great Room
  • Family Room Off Kitchen
  • Living Room with Fireplace
  • Formal Dining Room
  • Home Security System

Kitchen

  • Breakfast Area or Nook
  • Open to Family Room
  • Breakfast Bar
  • Double Oven
  • Six Burner Stove
  • Kitchen Island
  • Granite Countertops
  • Pots and Pans Drawers
  • Disposal

Flooring

  • Carpet
  • Tile

Bedrooms and Bathrooms

  • 4 Main Level Bedrooms
  • Primary Bedroom on Main
  • Walk-In Closet
  • Bathroom on Main Level
  • 4 Full Bathrooms
  • Granite Bathroom Countertops
  • Makeup or Vanity Space
  • Bathtub
  • Walk-in Shower
  • Exhaust Fan In Bathroom
  • Closet In Bathroom

Laundry

  • Laundry Room
  • Laundry in Garage
  • Dryer
  • Washer

Outdoor Features

  • Private Pool
  • Property has ocean access
  • Ocean Side of Freeway
  • Exterior Lighting

Schools

  • John Malcom Elementary School
  • Marco Forester Middle School
  • Dana Hills High School

Utilities

  • Central Heating and Cooling System
  • Water Heater
  • Phone Available
  • Cable TV Available

Listing and Financial Details

  • Tax Lot 4
  • Tax Tract Number 11548
  • Assessor Parcel Number 67240104
  • $2,160 per year additional tax assessments

Community Details

Overview

  • Estates At Monarch Beach Association, Phone Number (949) 833-2600
  • Keystone Pacific Pm HOA
  • Estates At Monarch Beach Subdivision

Recreation

  • Golf Course Community

Security

  • 24-Hour Security

Home Details

Home Type

Single Family

Year Built

Built in 1987

Lot Details

0

HOA Fees

$440 per month

Parking

3

Listing Details

  • Structure Type: House
  • Assessments: Yes
  • Property Attached: No
  • Security: 24 Hour Security, Gated with Attendant, Gated with Guard, Security System
  • Subdivision Name Other: Monarch Bay (MB)
  • View: Yes
  • Property Sub Type: Single Family Residence
  • Property Type: Residential
  • Parcel Number: 67240104
  • Year Built: 1987
  • Special Features: None

Interior Features

  • Fireplace: Yes
  • Living Area: 3238.00 Square Feet
  • Interior Amenities: Bar, Built-in Features, Cathedral Ceiling(s), Ceiling Fan(s), Furnished, Granite Counters, High Ceilings, Open Floorplan, Vacuum Central
  • Common Walls: No Common Walls
  • Flooring: Carpet, Tile
  • Appliances: Yes
  • Full Bathrooms: 4
  • Total Bedrooms: 4
  • Eating Area: Breakfast Counter / Bar, Breakfast Nook, Dining Room, Separated
  • Fireplace Features: Living Room
  • Levels: One
  • Main Level Bathrooms: 4
  • Main Level Bedrooms: 4
  • Price Per Square Foot: 1127.24
  • Room Type: All Bedrooms Down, Great Room, Kitchen, Living Room, Main Floor Master Bedroom, Walk-In Closet
  • Bathroom Features: Bathtub, Shower, Closet In Bathroom, Exhaust Fan(s), Granite Counters, Main Floor Full Bath, Vanity Area, Walk-In Shower
  • Room Kitchen Features: Granite Counters, Kitchen Island, Kitchen Open To Family Room, Pots & Pan Drawers

Exterior Features

  • View: Catalina, Coastline, Golf Course, Ocean, Pond
  • Pool Features: Private
  • Pool Private: Yes

Garage/Parking

  • Attached Garage: Yes
  • Garage Spaces: 3.00
  • Parking: Yes
  • Parking Features: Direct Garage Access, Driveway, Garage
  • Total Parking Spaces: 3.00

Utilities

  • Utilities: Cable Available, Electricity Available, Natural Gas Available, Phone Available, Sewer Available, Water Available
  • Heating: Yes
  • Laundry: Yes
  • Appliances: 6 Burner Stove, Double Oven, Disposal, Refrigerator, Water Heater
  • Heating Type: Central
  • Laundry Features: Dryer Included, In Garage, Washer Included
  • Sewer: Public Sewer
  • Water Source: Public
  • Cooling: Central Air
  • Cooling: Yes

Condo/Co-op/Association

  • Association: Yes
  • Amenities: Golf Course, Guard, Security
  • Association Fee: 260.00
  • Association #2 Fee: 180.00
  • Association Fee Frequency: Monthly
  • Association Name: Estates at Monarch Beach
  • Phone: 9498332600
  • Senior Community: No
  • Common Interest: Planned Development
  • Community Features: Golf, Sidewalks, Storm Drains, Street Lights
  • Association Management: Keystone Pacific PM

Schools

  • Elementary School: John Malcom
  • High School: Dana Hills
  • Middle Or Junior School: Marco Forester
  • Elementary School #2: JOHMAL
  • High School2: DANHIL

Lot Info

  • Additional Parcels: No
  • Land Lease: No
  • Lot Features: On Golf Course
  • Lot Size Sq Ft: 10500.00
  • Lot Size Acres: 0.2410

Multi Family

  • Lease Considered: Yes
  • Lot Size Area: 10500.0000 Square Feet
  • Number Of Units Total: 1
  • Waterfront Features: Ocean Access, Ocean Side of Freeway, Pond

Tax Info

  • Tax Census Tract: 423.38
  • Tax Lot: 4
  • Tax Tract Number: 11548
  • TaxOtherAnnualAssessmentAmount: 2160.00

Ownership History

Date Name Owned For Owner Type

Purchase Details

Listed on
Feb 4, 2023
Closed on
Apr 10, 2023
Sold by
Schwartz Living Trust
Bought by
Ajr Real Estate Llc
Seller's Agent
Michelle Doyle
HomeSmart, Evergreen Realty
Buyer's Agent
Jackie Guthrie
RE/MAX One
List Price
$3,650,000
Sold Price
$3,650,000
Views
6
Current Estimated Value
$4,408,888

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Estimated Appreciation
$758,888
Avg. Annual Appreciation
7.16%

Purchase Details

Closed on
Mar 28, 2008
Sold by
Tanaka Gerald K and Tanaka Jean R
Bought by
Schwartz John E and Schwartz Candace

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$945,000
Interest Rate
6.5%
Mortgage Type
New Conventional

Purchase Details

Closed on
Jul 19, 2006
Sold by
Tremberth Scott William and Tremberth Barbara Ann
Bought by
Tanaka Gerald K and Tanaka Jean R

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$1,645,000
Interest Rate
7.87%
Mortgage Type
Negative Amortization

Purchase Details

Closed on
Jan 27, 1994
Sold by
California Federal Bank
Bought by
Tremberth Scott William and Tremberth Barbara Ann

Home Financials for this Owner

Home Financials are based on the most recent Mortgage that was taken out on this home.
Original Mortgage
$400,000
Interest Rate
7.21%
Source: Public Records

Range of Values:

--
Value Increase
--
Percent Increase
--
Adjusted for Inflation
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Average Value
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List Price
Sold Price
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Home Values in the Area

Source: Public Records

Average Home Value in this Area





Source: Public Records

Purchase History

Date Buyer Sale Price Title Company
Ajr Real Estate Llc $3,650,000 Lawyers Title Company
Schwartz John E -- Chicago Title Company
Tanaka Gerald K $2,350,000 Chicago Title Co
Tremberth Scott William $622,500 Fidelity National Title Ins
Source: Public Records

Mortgage History

Date Status Borrower Loan Amount
Previous Owner Schwartz John E $945,000
Previous Owner Tanaka Gerald K $1,645,000
Previous Owner Tremberth Scott William $400,000
Source: Public Records

Property History

Date Event Price List to Sale Price per Sq Ft
04/13/2023 04/13/23 Sold $3,650,000 0.0% $1,127 / Sq Ft
04/03/2023 04/03/23 Pending -- -- --
04/02/2023 04/02/23 For Sale $3,650,000 0.0% $1,127 / Sq Ft
04/02/2023 04/02/23 Off Market $3,650,000 -- --
04/02/2023 04/02/23 For Sale $3,500,000 0.0% $1,081 / Sq Ft
02/04/2023 02/04/23 For Sale $3,500,000 -4.1% $1,081 / Sq Ft
02/03/2023 02/03/23 Pending -- -- --
02/03/2023 02/03/23 Off Market $3,650,000 -- --
Source: California Regional Multiple Listing Service (CRMLS)

Tax History Compared to Growth

Source: Public Records

Tax History

Year Tax Paid Tax Assessment Tax Assessment Total Assessment is a certain percentage of the fair market value that is determined by local assessors to be the total taxable value of land and additions on the property. Land Improvement
2025 $40,416 $3,797,460 $3,149,615 $647,845
2024 $40,416 $3,723,000 $3,087,857 $635,143
2023 $31,011 $2,900,000 $2,316,344 $583,656
2022 $24,299 $2,191,082 $1,597,058 $594,024
2021 $23,799 $2,148,120 $1,565,743 $582,377
2020 $23,564 $2,148,120 $1,565,743 $582,377
2019 $23,129 $2,106,000 $1,535,042 $570,958
2018 $22,813 $2,106,000 $1,535,042 $570,958
2017 $20,908 $1,925,000 $1,354,042 $570,958
2016 $20,780 $1,925,000 $1,354,042 $570,958
2015 $20,604 $1,925,000 $1,354,042 $570,958
2014 $20,624 $1,925,000 $1,354,042 $570,958
Source: Public Records

Agents Affiliated with this Home

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Map

Source: California Regional Multiple Listing Service (CRMLS)

MLS Number: OC23019940

California Regional Multiple Listing Service (CRMLS)

APN: 672-401-04